Hi,

Like the change log for a section where we can trance the changes add/edit/delete made by a user, is there a way to see the list of which records he have "viewed"?

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Hello Krishna,

 

Unfortunately, there is no possibility to track the information about viewed sections/records by system users. 

 

In case you would like to deny access to records for some users please feel free to use record permissions settings. For example, if the [Record permissions] option is enabled, only certain users or roles can view specific accounts or contacts.

 

More detailed information can be found in the Creatio Academy article: https://academy.creatio.com/documents/administration/7-15/object-permis…

 

Best regards, 

Olga. 

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Hello-

Is there a way to make a recurring task? For example- if I want to call a contact every Thursday at 3 pm until the end of the year- can I easily put that in one task or do I need to type in each one at a time? 

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Hello,

 

There is a marketplace add-on you can use for recurring tasks: https://marketplace.creatio.com/app/recurring-activities-scheduler-crea…

 

Ryan

Hello,

 

There is a marketplace add-on you can use for recurring tasks: https://marketplace.creatio.com/app/recurring-activities-scheduler-crea…

 

Ryan

It looks like this won't install with the latest version of Creatio. Any advice? I emailed the installl log to the company- but I'm not sure they will reply. Here is the log below:

 

 

 

 

2020-05-21 00:17:05,169 Configuration backup started.

2020-05-21 00:17:05,184 Loading packages from archive

2020-05-21 00:17:05,247 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:05,247 Loading packages from database

2020-05-21 00:17:06,372 Loading packages from database

2020-05-21 00:17:08,450 Configuration backup successfully created.

2020-05-21 00:17:08,574 Application install from marketplace started. Application name: Recurring activities scheduler for Creatio. Code: global-1888. Last update: 02/24/2020 16:47:03.

2020-05-21 00:17:08,574 Preparing packages for installation

2020-05-21 00:17:08,590 Loading packages from archive

2020-05-21 00:17:08,747 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:08,747 Loading packages from database

2020-05-21 00:17:09,950 Composing packages

2020-05-21 00:17:19,184 Schema "Activity" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,231 Schema "ActivityPageV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,247 Schema "ActivitySectionV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,356 Schema "BaseNotificationsSchema" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,465 Schema "GlbActivityService" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,512 Schema "GlbActivityServiceHelper" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,621 Schema "GlbDayOfWeek" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,700 Schema "GlbMakeRecurringModalPage" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,715 Schema "GlbRecurringActivityConfConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,793 Schema "GlbRecurringActivityMixin" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 Schema "GlbRecurringActivityServConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRecurringActivities" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRemindings" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_FixTableRightsQuick" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetDayLightSaving" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetTime" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_StringSplit" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,887 Schema data "GlbDayOfWeek_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,903 Schema data "RemindingSource_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,965 Schema data "SysSettingsValue_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Schema data "SysSettings_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Package "GlbRecurringActivity" saved

2020-05-21 00:17:20,403 Added - resources in package "GlbRecurringActivity"

2020-05-21 00:17:43,156 Updating modified schemas

2020-05-21 00:17:45,218 Schema source code "Activity" from package GlbRecurringActivity generated

2020-05-21 00:17:46,265 Schema source code "ActivityPageV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,406 Schema source code "ActivitySectionV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,452 Schema source code "BaseNotificationsSchema" from package GlbRecurringActivity generated

2020-05-21 00:17:46,499 Schema source code "GlbActivityService" from package GlbRecurringActivity generated

2020-05-21 00:17:46,546 Schema source code "GlbActivityServiceHelper" from package GlbRecurringActivity generated

2020-05-21 00:17:46,703 Schema source code "GlbDayOfWeek" from package GlbRecurringActivity generated

2020-05-21 00:17:46,749 Schema source code "GlbMakeRecurringModalPage" from package GlbRecurringActivity generated

2020-05-21 00:17:46,796 Schema source code "GlbRecurringActivityConfConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:46,859 Schema source code "GlbRecurringActivityMixin" from package GlbRecurringActivity generated

2020-05-21 00:17:46,906 Schema source code "GlbRecurringActivityServConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:47,655 Updating tables structure in database

2020-05-21 00:17:49,406 Actions skipped for schema "GlbDayOfWeek" from package "GlbRecurringActivity" in 1.735 sec

2020-05-21 00:18:52,188 Actions skipped for schema "Activity" from package "GlbRecurringActivity, Exchange, EmailMessage, Invoice, Portal, SalesEnterprise, Case, Custom, Opportunity, Problem, SSP, CoreContracts, CaseService, Base, NUI, Order, OperatorSingleWindow, EmailMining, Lead, Onco360Base, MarketingCampaign, Change, Release, CMDB, Document, Project" in 2.781 sec

2020-05-21 00:19:00,500 Installing SQL scripts

2020-05-21 00:19:00,516 SQL script "glb_CreateRemindings" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,516 SQL script "glb_FixTableRightsQuick" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetDayLightSaving" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetTime" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,547 SQL script "glb_StringSplit" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,563 SQL script "glb_CreateRecurringActivities" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,657 Installing data

2020-05-21 00:19:00,875 Data "GlbDayOfWeek_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,969 Data "RemindingSource_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,141 Data "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,266 Data "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,281 Lookup values "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,422 Lookup values "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,532 Compiling configuration dll

2020-05-21 00:19:10,579 Errors and (or) warnings occurred while compiling configuration dll

2020-05-21 00:19:10,579 Error : Errors occurred while compiling configuration. See logs for more details.

2020-05-21 00:19:31,937 When application installed, an error(s) occured

 

Heather Mahley,

 

Maybe try running the installation again? I just tried installing in a new 7.16.0 system and it did install without error for me. If it still doesn't install without error for you, follow up with support.

 

Ryan

Ryan Farley,

Thanks Ryan- It installed. I think it was just due to system lag. 

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Hello, 

 

We have a use case where we need to automatically mark a user "online" once they log into the application. And mark "offline" when the session ends. Other users will need to see who is currently online and who is not. 

 

Is there a way to identify if a user is online or not in Creatio?

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Hello Community! Some help here will be very appreciated. Thanks in advance!

M Shrikanth,



Hi, 



Yes, we have a solution based on dashboards functionality.



You should create a new dashboard and select the list view.

http://prntscr.com/sl4y91



Next, select the object "system administration object" from the dropdown and add a column "Logged in" in the column setup.

http://prntscr.com/sl4zrs



After that, go to the "Display Options" tab and in the "How to sort" detail choose the number of displayed users, descending order and the sorting column should be "Logged in"



Then go to the detail "How to filter" and add the condition by choosing the column "Active" equal "yes".

http://prntscr.com/sl52rs



As a result, you'll have the dashboard with all the users who are logged in in the system at the moment.

http://prntscr.com/sl56y6

Thank you!

Hi Bohdan Zdor,

 

Thank you for the response.



A supplementary question - I am looking to identify on the server side whenever a user logged in and out of the app. 



Could I possible tap into OnUpdated entity event on the SysAdminUnit object to identify when a user logs in and when he logs out? Or is there another way to do this?



Thank you, 

Shrikanth

Bohdan Zdor,

Hi Bohdan. Following up on my question above - 



https://community.creatio.com/questions/entity-event-layer-system-custo…

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I have been working on Product section page which has the detail of Features. The detail has a small form which suggest to select particular feature and it automatically filters the Type of feature (String, Boolean, Integer, Double, List item) then I can fill value or select from lookup (list item type).

On the Feature's detail page there are columns created for each type and are combined in a columns container. There are also business rules which will show particular column replacing the Columns container.

Here is the screenshot of Feature detail - 

I would like to know how we can combine columns so that they can be replaced later according to the business rules.

Right now I can place each column in a row on the section page and then hide them using business rules. That will also create empty spaces on the page. So how can I create Column container which will not show empty spaces of hidden columns.

Can anyone please tell ?

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Hello Ramnath, 



It can be done in a two different ways:

1) You can bind "colSpan" to your own attribute and set it to 0  when hiding conditions are met. 

2.) Set "display: none" style for the fields that should be hidden when the hiding conditions are met



Kind regards,

Roman

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Dear Community,

Our business case requires us to prevent editting details and fields or adding new detail records after the opportunity has been closed (won or lost). We have some ways of doing it - run a business process that prevents write access, hide + button on details, disable save button, etc. 

 

But this use case sounds  a bit too common to us, as ideally, any opportunity must not be modified upon closure. 

 

We were wondering if there are any out of the box features that can handle this or any best practice that you all can suggest.

 

Thanks!

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Hi Shivani,

 

For section records, you can following this academy to block all fields based on lookup: https://academy.creatio.com/documents/technic-sdk/7-15/how-block-fields-edit-page

 

With this academy, it will hide all edit, add, delete action for detail also. But user can modifies by open detail edit page via double click action. If you want to prevent modifies details you can create process to update status to detail records and do the same with the academy above.

 

Regards,

Phuong Nguyen

 

The link provided by Phuong is a good route to go and the way I would do it. However, you can also do this in a process as well that triggers on a signal of opportunity modified where the stage is closed. You could just remove edit permissions for all access rights as well. Just thought I would mention this in case you wanted another approach. Note, if you go this route, you'll want to make sure any details on the opportunity inherit their permissions from the opportunity as well.

 

Ryan

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We have Creatio in the cloud, the server has 6 or 7 hours difference from my local time. I don't know if switching to summer/winter time in my country affects the difference. To get the current time, I should calculate it. Or I have to go to Process Log and look upon the latest processes time. Is there a way to easily get the current server time?

 

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Hello Yuriy, 



The current DB and server time is set to UTC+0 no matter where the website is located. 

Please note, that you can always change a timezone displayed for your system user profile. 



Kind regards,

Roman

 

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How can I get bigger font for name in custom section.

Here is the pic of Contact section (in-buily) with Name shown in big fonts in tile view.

Now I have built my custom Contact section but with few changes. It is not replaced or inherited with actual Contact section.

Now in the section after removing caption of the field the font size of name is still small.

 

How can I get bigger font like in in-built/out of the box contact Section.

I want to apply it to other sections also. So there is no point to use out of the box Contact section by replacing object which already has big fonts.

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Hi Ramnath.

 

You can change the font size by adding a custom css style to the schema you need and in such a way override the system font-size. Please refer to this article on our community: https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition

I recommend you change a font-size first for any page in the system to check if it looks fine as we do not guarantee that all objects, labels, and containers will be displayed correctly. 



Thank you.

Bohdan Zdor,

 

I have tried this before but I could only make it work on the page of arecord. I need to edit the page where all the records are shown. I could not find the module which has the code for the list of records.

 

Ramnath

RAMNATH SHARMA,

 

 

Unfortunately, there is no option to change the section list font size in the current version of the system. I have registered your suggestion, though. It was passed to our R&D team to be considered for further releases.

 

Thank you. 

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I have created 3 new sections using section wizard and changed name of the UsrName field in all of them because I wanted different names.

But now whenever I publish any new object or compile items, I get this error. Is there any way to sort it out.

I am using demo environment.

Thank you

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Creatio does not like it when the UsrName is changed. You will need to change it back. You can change the title, but you cannot change the Name. You can, however, not use it. If you create a new String, you can change the Displayed Value in the Advanced Settings for the object to the new String you made. This changes the blue links to the new string instead of the UsrName.

 

Reid Burger,

 

Thanks for clarification.

I also would like to know if I can change the Required - At application level to No for UsrName.

RAMNATH SHARMA,

 

It is fine to change properties like required at application level to no. If the field is being used as the display value (like the name field) then having it blank would mean nothing would show in a lookup (if its used as a lookup somewhere). 

 

BTW it's usually a good idea to not rename column or object names and only change the titles once they're created. 

 

Ryan

Ryan Farley,

I changed back the names to UsrName using section wizard (which I later realized shouldn't have changed them back). Then I compiled the current workspace from Advanced settings to see if still any error occurs. 

Here are some screenshots

Now The errors are because I changed back the name to UsrName, it says that the old Name - UsrClaimant don't exist.

I also opened the source code where these errors were pointing to - 

 

 

But I can not edit the source code in Cloud demo instance.

Is there any way to change the source code or any process to correct these source codes?

 

Ramnath

Hi Ramnath,



As Reid mentioned, we do not recommend to change the name after the section being created.



If such an issue appears you can simply generate source code for all objects that are mentioned in compilation errors and compile modified items. If all necessary items were not removed this should fix the issue



Thank you.

Bohdan Zdor,

Thanks. I will definitely try this out.

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When one of our contacts becomes unsubscribed, we would like to notify our manager about it.

How is it possible? With a business process? But I couldn't catch the unsubscribed event. Is there another way?

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Yuriy,

 

You won't be able to catch the response on the bulk email using the signal process element (since this data is added to the database directly) however you can create a process with the timer that will review the "Response in Email" object and check if a new "Unsubscribe" response was added. You can create a time parameter and use it as a filtration condition (in the "Created On" field). So you can run this process once per hour, read the collection of records in the process (from the "Response in Email" object) and use this data.

Yuriy,

 

You won't be able to catch the response on the bulk email using the signal process element (since this data is added to the database directly) however you can create a process with the timer that will review the "Response in Email" object and check if a new "Unsubscribe" response was added. You can create a time parameter and use it as a filtration condition (in the "Created On" field). So you can run this process once per hour, read the collection of records in the process (from the "Response in Email" object) and use this data.

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In order to delete an address on Account page, I need to click Actions first, then press the Delete button.

 

I would like to use a hotkey for this. How could I do it? I've seen this question, but don't know how to adapt it to my needs. Should I modify the code of AccountPageV2 for this? How to get the selected address row?

Or maybe this improvement is already planned in Creatio's next releases?

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Hello Yuriy, 



In order to implement the requested functionality please create a replacing module for "AccountAddressDetailV2" and override "onGridDataLoaded" method in it ( It's being called after rendering). 

In this method you can retrieve a detail's grid and get the DOM element from it. You can assign your own handler on it's keydown event whcih will call  "this.deleteRecords()" after pressing the needed button. 



Here is the example for the "Delete" button in "AccountAddressDetailV2":



define("AccountAddressDetailV2", [], function() {

    return {

        entitySchemaName: "AccountAddress",

        diff: /**SCHEMA_DIFF*/ [] /**SCHEMA_DIFF*/,

        methods: {

            onGridDataLoaded: function() {

                this.callParent(arguments);

                var grid = this.getCurrentGrid();

                var wrapEl = grid.getWrapEl();

                wrapEl.on("keydown", this.onKeyDown, this);

            },

            onKeyDown: function(event) {

                if (event.keyCode === event.DELETE) {

                    this.deleteRecords();

                }

            }

        }

    };

});



Kind regards,

Roman 

Hello Yuriy, 



In order to implement the requested functionality please create a replacing module for "AccountAddressDetailV2" and override "onGridDataLoaded" method in it ( It's being called after rendering). 

In this method you can retrieve a detail's grid and get the DOM element from it. You can assign your own handler on it's keydown event whcih will call  "this.deleteRecords()" after pressing the needed button. 



Here is the example for the "Delete" button in "AccountAddressDetailV2":



define("AccountAddressDetailV2", [], function() {

    return {

        entitySchemaName: "AccountAddress",

        diff: /**SCHEMA_DIFF*/ [] /**SCHEMA_DIFF*/,

        methods: {

            onGridDataLoaded: function() {

                this.callParent(arguments);

                var grid = this.getCurrentGrid();

                var wrapEl = grid.getWrapEl();

                wrapEl.on("keydown", this.onKeyDown, this);

            },

            onKeyDown: function(event) {

                if (event.keyCode === event.DELETE) {

                    this.deleteRecords();

                }

            }

        }

    };

});



Kind regards,

Roman 

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